Say hi to our new memory overlords... well, not quite (yet):
Chinese CXMT to Match Micron's DRAM Manufacturing Capacity This Year
https://www.techpowerup.com/350726/chinese-cxmt-to-match-microns-dram-manufacturing-capacity-this-year
Chinese memory giant CXMT has been expanding its capacity so rapidly that the company is now able to compete with one of the largest memory manufacturers in the world—Micron. According to analysis from Citrini Research and their proprietary data, CXMT is projected to produce about 350,000 DRAM wafers per month by the end of 2026, assuming all current projects are completed on schedule. This is an impressive figure, especially considering that Micron, one of the "big three" DRAM manufacturers, is currently estimated to produce about 375,000 DRAM wafers per month by the end of 2026, assuming their capacity expansions are fulfilled. Micron has been a memory supplier for decades, while CXMT is a relatively new player that emerged to meet China's domestic needs.
As I said the other day, the big three may find themselves in trouble once AI/datacebter demand slows down and they have to go back to cater the common folks, as China may have secured a rather big part of that market for themselves by then.
There's another article about this on PCGamer (link) that expands on this, revealing why chinese companies can increase their production so fast compared to the western companies.
Please excuse my bad English.
Former gaming PC: i5-4670k@stock (for now), 16Gb RAM 1600 MHz and a GTX 1070
Current gaming PC: R5-7600, 32GB RAM 6000MT/s (CL30) and a RX 9060XT 16GB
Steam / Live / NNID : jonxiquet Add me if you want, but I'm a single player gamer.







